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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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          More on Substack, Faceless Publishers and ATT, Apple’s ATT Deliberations

          Posted onTuesday, March 15, 2022Wednesday, March 16, 2022

          More on Substack, and how they have done right by publishers, and why their approach may be essential in a post-ATT world.

          Substack Launches App, Substack and the Four Bens, In-App Purchase and the Substack Bundle

          Posted onMonday, March 14, 2022Wednesday, March 16, 2022

          Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.

          Where Are Hit Podcasts?, Spotify and Podcast Aggregation, Protesting Rogan

          Posted onThursday, January 13, 2022Thursday, January 13, 2022

          Why there aren’t any new podcasts in the top 10, and why the podcast market looks like websites and YouTube. Plus, why Spotify’s approach benefits most, for now.

          Take-Two Acquires Zynga, The New York Times Buys The Athletic

          Posted onTuesday, January 11, 2022Friday, February 25, 2022

          Take-Two buys its way into mobile, and the New York Times re-bundles.

          The Squid Game Breakout, Netflix’s Squid Game Strategy, Disney Franchises versus Netflix Dice

          Posted onMonday, October 4, 2021Wednesday, October 19, 2022

          Squid Games is a perfect representation of Netflix’s overall strategy, and why it is different than other services like Disney+.

          Apple Bug Bounties, Apple’s Developer Relations Problem, IAC Acquiring Meredith?

          Posted onMonday, September 27, 2021Monday, September 27, 2021

          Apple’s bug bounty program failures are emblematic of its larger problems with developer relations; then, why iOS 14 may be connected to IAC potentially buying Meredith

          An Interview with Zeynep Tufekci about Lessons from the Pandemic and the Crisis of Authority

          Posted onWednesday, September 8, 2021Wednesday, September 8, 2021

          An Interview with Zeynep Tufekci about Lessons from the Pandemic and the Crisis of Authority

          Disney Earnings, ESPN and Disney’s Streaming Strategy, Flexibility and Residuals

          Posted onWednesday, August 18, 2021Wednesday, August 18, 2021

          Disney’s results suggest the company should stay the course with its current streaming strategy; however, the way it funds movies may have to change.

          ESPN+ Rights Deals, ESPN+ Increases Prices, Black Widow’s Streaming Numbers

          Posted onTuesday, July 13, 2021Wednesday, July 14, 2021

          Disney’s tactics around ESPN+ are coming into line with streaming’s strategic opportunities; plus, Black Widow streaming numbers show how release windows are changing.

          Instagram Exclusive Content, Value Chain Conflicts, Facebook Bulletin

          Posted onThursday, July 8, 2021Friday, July 9, 2021

          Exclusive Content on Instagram, like Super Tweets, is a compelling product for both the company and creators. It’s also why Bulletin is more compelling than it seems.

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                  By Ben Thompson

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                  Explore Stratechery

                  • Concepts
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                  Archives

                  • Articles
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                  • Years in Review
                  The Stratechery Update
                  Stratechery Interviews
                  Dithering
                  Sharp Tech with Ben Thompson
                  Sharp China with Sinocism's Bill Bishop
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